Harvest Balanced Income & Growth ETF Class A (HBIG.TO) ETF Analysis

Fund Overview

Harvest Balanced Income & Growth ETF Class A (HBIG.TO) is an exchange-traded fund. Harvest Portfolios Group Inc. is the fund family on file. It has been trading since April 10, 2024. The fund holds CA$16.39M in total net assets.

The largest positions on file are Harvest Premium Yield 7-10 Year Tr ETF A (HPYM.TO), Harvest US Equity Ldrs Inc ETF A CAD H (HBF.TO), and Harvest Tech Leaders Income ETF A CAD H (HTA.TO). Harvest Premium Yield 7-10 Year Tr ETF A alone accounts for 18.26% of the portfolio. The ten largest positions together make up 83.52% of the fund.

Performance Analysis

The most recent close on file for HBIG.TO is CA$24.41, dated September 4, 2026. Over the trailing twelve months the price has returned +10.34%. The stored price history starts on April 16, 2024, and the total return since then is +24.31%. The fund distributes at a trailing yield of 7.91%.

2026 is still running; the price is +6.25% year to date. The record holds one complete calendar year, 2025, which returned +8.82%.

Price & Risk Profile

The 52-week range on file runs from CA$23.03 to CA$24.86. The latest close sits 5.99% above that 52-week low. Annualized volatility over the trailing 2 years is 7.94%. The volatility figure is calculated from the stored daily closes, the same series the charts on this page use.